​ABOUT HUMMEL HATFIELD AGENCY

Hummel Hatfield Agency is a well-established small family-owned and run agency.  We are one of nine independent insurance agencies in the Hummel Insurance Group. We have been providing insurance solutions in the Tri-State area since 1927​.

ABOUT THIS JOB

The Commercial Lines Account Manager candidate needs to be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills as well as having a solid commercial lines insurance knowledge base and property & casualty license. The Account Manager serves as the primary contact and liaison with small and large commercial lines clients; ensures ongoing consistency as well as managing the day-to-day servicing, renewals, and new business. Our commitment is to provide positive and quality customer service in all areas, ensuring timely delivery, and accuracy of work/service provided.

CORE DUTIES

• Service and manage all aspects for small commercial clients and their policies
• Maintain and continue to develop client and company business relationships
• Promote growth of existing book through account rounding
• Market when necessary, on renewal and new business
• Maintain clients/policies in agency management system
• Manage and coordinate processing of renewals, certificate of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and edits with team
• Inform, educate, and make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs
• Stay abreast and maintain detailed knowledge of current market conditions and technical knowledge
• Maintain knowledge/understanding of technology-based tools and solutions
• Provide good customer service
• Use analytical and critical thinking in work processes and communication skills
• Maintain a paperless workflow
• Protects confidentiality of information
• Other duties as assigned

MINIMUM REQUIREMENTS - EDUCATION & EXPERIENCE

• 3+ years of Commercial Lines Retail Insurance Experience
• Active Property & Casualty Insurance License

KNOWLEDGE, SKILLS & ABILITIES

• Firm working knowledge of commercial lines coverages and services
• Agency management specifically Partner XE preferred
• Understanding and knowledge of handling small and large commercial lines accounts
  
• Experienced user of Agency Management System and Electronic Document Management
• Be self-starter, creative, and problem solver
  
• Must be detail-oriented and well organized
• Must have excellent computer/internet skills, proficient in using carrier websites, and proficient in Microsoft Outlook, Excel, and Word as well as Adobe
• Ability to deliver results to clients through coordinating and managing efforts of others
• Ability to resolve problems independently
• Willingness to continually upgrade knowledge and understanding of the insurance industry as well as technology that is available

COMPENSATION

• Competitive Salary / Benefits
• 40000-50000/yr. plus
• Agency contingency bonus
• Commissions on new business brought into agency

WORK STANDARDS

• Interpersonal Skills: Demonstrates the ability to work well with colleagues and clients and with external organizations
• Promotes Culture of Respect & Safety: Demonstrates commitment to personal responsibility and value for safety and respect; communicates concerns; uses and promotes safe respectful behaviors based on training and lessons learned
• Subject to and expected to comply with all applicable Hummel Hatfield Agency policies.

BENEFITS & PERKS

• ​Health and vision insurance, Paid Vacation and Personal Days, Paid Holidays, Company Sponsored Retirement Savings Plan, Paid Training​